Form 5500 Search
Back to filter
Original filing (PDF)20250912124803NAL0001316257001

BITWISE INDUSTRIES, INC.

Form 5500
FILING_RECEIVED
BITWISE INDUSTRIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
34 collective trusts
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BITWISE INDUSTRIES, INC..
Plan sponsor
Name
BITWISE INDUSTRIES, INC.
EIN
47-1635652
Address
919 N MARKET ST, STE 460 · WILMINGTON, DE · 198013014
Phone
(559) 500-3305
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
JOHN HANCOCK LIFE INSURANCE COMPANY01-0233346RECORDKEEPER$23K
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL SECURITIES, INC.42-0941553DES MOINES, IARIA$19K
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
NEXUS ADMINISTRATORS, INC.77-0586222FRESNO, CACONTRACT ADMINISTRATOR$168K

Investments

34 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

InvestmentTypeCurrent value% of plan
STATE STREET TARGET RET 2065
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
COLUMBIA DIVIDEND INCOME FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
STATE STREET TARGET RET 2055
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
STATE STREET TARGET RET 2050
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
STATE STREET TARGET RET 2045
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
STATE STREET TARGET RET 2040
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
STATE STREET TARGET RET 2035
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
STATE STREET TARGET RET 2030
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
STATE STREET TARGET RET 2025
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
STATE STREET TARGET RET 2060
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
STATE STREET TARGET RET INCOME
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
JH MULTIMANAGER AGGRESSIVE LS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
JH MULTIMANAGER GROWTH LS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
JH MULTIMANAGER BALANCED LS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
JH MULTIMANAGER MODERATE LS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
JH MULTIMANAGER CONSERV LS
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
AMERICAN FUNDS SMALLCAP WORLD
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
CARILLON EAGLE MID CAP GROWTH
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
JPMORGAN EMERGING MARKETS EQ
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
MID CAP INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
NORTHERN SMALL CAP VALUE FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
T. ROWE PRICE INTEGR US SC GR
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
TIAA-CREF SMALL-CAP BLEND IDX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
VIRTUS CEREDEX MCV EQUITY
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
500 INDEX FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
AB LARGE CAP GROWTH FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
MONEY MARKET FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
DODGE & COX INTERNATIONAL ST
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
FIDELITY INTERNATIONAL INDEX
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
AF AMERICAN BALANCED FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
BLACKROCK HIGH YIELD BOND FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
BLACKROCK TOTAL RETURN FUND
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
LORD ABBETT SHORT DURATION INC
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0
STATE STREET TARGET RET 2020
JOHN HANCOCK USA · EIN 01-0233346 / PN 000
Pooled Separate Account
$0

Related plans